First Trust Advisors’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.78M Sell
56,717
-35,523
-39% -$1.86M ﹤0.01% 1775
2025
Q4
$4.88M Buy
92,240
+85,563
+1,281% +$4.98M ﹤0.01% 1418
2025
Q3
$410K Buy
+6,677
New +$385K ﹤0.01% 2344
2024
Q3
Sell
-16,606
Closed -$588K 2380
2024
Q2
$588K Buy
16,606
+3,882
+31% +$125K ﹤0.01% 2095
2024
Q1
$422K Buy
12,724
+2,052
+19% +$76.5K ﹤0.01% 2180
2023
Q4
$466K Sell
10,672
-25,005
-70% -$1,000K ﹤0.01% 2153
2023
Q3
$1.64M Buy
35,677
+26,804
+302% +$1.21M ﹤0.01% 1765
2023
Q2
$443K Sell
8,873
-40,637
-82% -$1.96M ﹤0.01% 2173
2023
Q1
$2.65M Sell
49,510
-19,779
-29% -$1.08M ﹤0.01% 1561
2022
Q4
$4.74M Buy
69,289
+37,906
+121% +$2.55M 0.01% 1222
2022
Q3
$1.92M Buy
31,383
+1,019
+3% +$54.5K ﹤0.01% 1695
2022
Q2
$1.04M Sell
30,364
-34,169
-53% -$1.27M ﹤0.01% 1969
2022
Q1
$2.77M Sell
64,533
-47,211
-42% -$2.39M ﹤0.01% 1643
2021
Q4
$8.94M Sell
111,744
-6,947
-6% -$454K 0.01% 1101
2021
Q3
$5.87M Sell
118,691
-35,245
-23% -$1.63M 0.01% 1219
2021
Q2
$7.31M Sell
153,936
-20,588
-12% -$904K 0.01% 1114
2021
Q1
$6.05M Buy
174,524
+14,411
+9% +$534K 0.01% 1132
2020
Q4
$4.76M Buy
+160,113
New +$3.95M 0.01% 1105

Other funds holding CALX